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UnitedHealth
UNH

Overview Fund Activity

3,393 hedge funds and large institutions have $436B invested in UnitedHealth in 2023 Q4 according to their latest regulatory filings, with 411 funds opening new positions, 1,415 increasing their positions, 1,233 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,393
Holders Change
+269
Holders Change %
+8.61%
% of All Funds
49.74%
Holding in Top 10
362
Holding in Top 10 Change
-41
Holding in Top 10 Change %
-10.17%
% of All Funds
5.31%
New
411
Increased
1,415
Reduced
1,233
Closed
89
Calls
$4.6B
Puts
$4.41B
Net Calls
+$188M
Net Calls Change
-$269M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$9.39B
2
Jennison Associates
Jennison Associates
New York
+$629M
3
State Street
State Street
Massachusetts
+$575M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
+$430M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$331M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$929M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$736M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$436M
4
Bank of America
Bank of America
North Carolina
-$423M
5
Sanders Capital
Sanders Capital
Florida
-$417M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
851
Profund Advisors
Maryland
$10.5M +$654K +1,243 +7%
NG
852
NatWest Group
United Kingdom
$10.5M +$6.33M +12,024 +153%
AAMA
853
Advanced Asset Management Advisors
Ohio
$10.4M – – –
BP
854
Ballentine Partners
Massachusetts
$10.4M +$725K +1,378 +8%
HAG
855
HighPoint Advisor Group
Illinois
$10.4M +$10.4M +21,375 New
TFA
856
Toth Financial Advisory
Virginia
$10.4M +$179K +340 +2%
TH
857
TCTC Holdings
Texas
$10.4M +$33.2K +63 +0.3%
EWM
858
Executive Wealth Management
Michigan
$10.4M +$111K +211 +1%
AIM
859
Anchor Investment Management
South Carolina
$10.3M +$1.54M +2,929 +18%
CBT
860
Central Bank & Trust
Kentucky
$10.3M +$47.9K +91 +0.5%
KIA
861
KCM Investment Advisors
California
$10.3M +$93.2K +177 +0.9%
WIC
862
Woodmont Investment Counsel
Tennessee
$10.3M +$191K +363 +2%
PHS
863
PFM Health Sciences
California
$10.2M -$50.9M -96,706 -83%
MA
864
Mutual Advisors
Nebraska
$10.2M +$551K +1,046 +6%
SLI
865
Sumitomo Life Insurance
Japan
$10.2M +$2.94M +5,593 +41%
CI
866
CX Institutional
Indiana
$10.2M -$222K -422 -2%
AWP
867
Ascent Wealth Partners
New York
$10.1M +$82.1K +156 +0.8%
TSS
868
Two Sigma Securities
New York
$10.1M +$9.93M +18,853 +4,678%
GWWM
869
Great Waters Wealth Management
Minnesota
$10.1M -$138K -254 -1%
PCA
870
Pallas Capital Advisors
Massachusetts
$10.1M +$214K +406 +2%
BIC
871
Beach Investment Counsel
Pennsylvania
$10M +$8.35M +15,858 +496%
IWC
872
Integrated Wealth Concepts
Massachusetts
$10M +$1.96M +3,719 +24%
EAMA
873
EFG Asset Management (Americas)
Florida
$10M -$2.61M -4,959 -21%
ERWM
874
Elk River Wealth Management
Colorado
$9.97M -$92.1K -175 -0.9%
SAM
875
Sectoral Asset Management
Quebec, Canada
$9.96M +$1.05M +2,000 +12%
33 34
35
36 37